Federation des caisses Desjardins du Quebec’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Federation des caisses Desjardins du Quebec’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-70,587	Closed	-$1.58M	–	2937
2025 Q3	$1.58M	Buy	70,587 +824	+1%	+$18.4K	0.01%	780
2025 Q2	$1.56M	Buy	69,763 +591	+0.9%	+$13.1K	0.01%	726
2025 Q1	$1.54M	Buy	69,172 +1,151	+2%	+$25.3K	0.01%	700
2024 Q4	$1.49M	Sell	68,021 -32,639	-32%	-$720K	0.01%	688
2024 Q3	$2.27M	Hold	100,660	–	–	0.01%	547
2024 Q2	$2.2M	Buy	100,660 +9,660	+11%	+$210K	0.01%	538
2024 Q1	$2M	Buy	+91,000	New	+$2M	0.01%	532
2023 Q4	–	Sell	-500	Closed	-$10.8K	–	2409
2023 Q3	$10.8K	Buy	+500	New	+$10.9K	﹤0.01%	1731

Other funds holding IBTI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's IBTI Position: Q4 2025 in Review

Federation des caisses Desjardins du Quebec sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2025, closing a stake of 70,587 shares — an estimated $1.58M sold.

Federation des caisses Desjardins du Quebec first reported a position in IBTI in Q3 2023 and held it in 8 quarters. The position peaked at $2.27M in Q3 2024. 232 funds tracked by Wall St. Rank hold IBTI as of Q4 2025.

Federation des caisses Desjardins du Quebec reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 70,587 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2025, an estimated $1.58M.
Federation des caisses Desjardins du Quebec first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
Federation des caisses Desjardins du Quebec's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $2.27M in Q3 2024.
232 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2025.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q4 2025, filed 12 Feb 2026.